Macquarie Bank - Bank Data

Digital Signing Requirements:

• Supported Digital Signature Providers: AdobeSign, Annature, DocuSign, FuseSign, Conga, Iress, OneSpan.

• Authority form must be accompanied by a certificate of completion generated by the digital signing provider.

• These requirements are outlined on the Macquarie website.

Instructions:

1. Navigate to the Feed Management screen within Simple Fund 360.
   
   

2. From the Feed Management screen, locate the bank account you would like to set up a bank feed for and enter the feed setup screen - You will need to ensure that BGL Bank Data Service is selected as the Feed Provider.
   
   

3. Within the feed setup screen, click the ‘Print Form’ button to generate an authority form for the account. Authority forms can also be generated in bulk from the Feed Management screen as shown in the short video below.

• • The account details and signatories’ names will already be pre-filled.
    
    

4. The authority form will need to be passed onto the relevant signatories on the account(s) for signing.

• • A signing guide is available here to ensure that the authority forms are correctly signed.

5. All completed forms should be returned to the accountant to upload directly onto Simple Fund 360. Alternatively, you can email the PDF(s) to bankfeeds@bglcorp.com.au for processing.

Authority Form Example: click this image to view it in a larger window (opens image in a new tab).